UGI CORP /PA/ UGI
CIK 0000884614 · CUSIP 902681105
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | LSV ASSET MANAGEMENT CIK 1050470 · View history | $217.40M 6,094,815 shares | 0.40% | -136.25K(-2.20%)Reduced | SEC filing ↗ Nov 6, 2026 | ▾ |
| 02 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $155.45M 4,356,847 shares | 0.01% | -186.19K(-4.10%)Reduced | SEC filing ↗ Nov 6, 2026 | ▾ |
| 03 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $110.35M 3,093,587 shares | 0.02% | +113.21K(+3.80%)Added | SEC filing ↗ Nov 4, 2026 | ▾ |
| 04 | Bank of New York Mellon Corp CIK 1390777 · View history | $105.06M 2,945,412 shares | 0.02% | +148.09K(+5.30%)Added | SEC filing ↗ Nov 5, 2026 | ▾ |
| 05 | Hamlin Capital Management, LLC CIK 1277403 · View history | $91.11M 2,554,320 shares | 2.26% | -102.11K(-3.80%)Reduced | SEC filing ↗ Oct 8, 2026 | ▾ |
| 06 | MACKENZIE FINANCIAL CORP CIK 919859 · View history | $51.00M 1,429,760 shares | 0.06% | -96.95K(-6.40%)Reduced | SEC filing ↗ Nov 2, 2026 | ▾ |
| 07 | DEPRINCE RACE & ZOLLO INC CIK 1008894 · View history | $50.01M 1,402,156 shares | 0.88% | +63.74K(+4.80%)Added | SEC filing ↗ Oct 13, 2026 | ▾ |
| 08 | PRIVATE MANAGEMENT GROUP INC CIK 1142031 · View history | $39.39M 1,104,312 shares | 1.08% | +46.42K(+4.40%)Added | SEC filing ↗ Nov 4, 2026 | ▾ |
| 09 | Thrivent Financial for Lutherans CIK 314984 · View history | $35.02M 981,799 shares | 0.06% | -17.24K(-1.70%)Reduced | SEC filing ↗ Nov 5, 2026 | ▾ |
| 10 | Arbejdsmarkedets Tillaegspension CIK 2105395 · View history | $23.70M 664,400 shares | 0.60% | -140.20K(-17.40%)Reduced | SEC filing ↗ Oct 30, 2026 | ▾ |
| 11 | Russell Investments Group, Ltd. CIK 1692234 · View history | $20.99M 588,346 shares | 0.02% | -747.16K(-55.90%)Reduced | SEC filing ↗ Nov 6, 2026 | ▾ |
| 12 | Retirement Systems of Alabama CIK 1593051 · View history | $20.31M 569,501 shares | 0.06% | -503(-0.10%)Reduced | SEC filing ↗ Nov 4, 2026 | ▾ |
| 13 | PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history | $17.57M 492,632 shares | 0.01% | +5.86K(+1.20%)Added | SEC filing ↗ Nov 2, 2026 | ▾ |
| 14 | BARCLAYS PLC CIK 312069 · View history | $16.79M 470,787 shares | 0.01% | +235.48K(+100.10%)Added | SEC filing ↗ Nov 6, 2026 | ▾ |
| 15 | LPL Financial LLC CIK 1403438 · View history | $16.51M 462,750 shares | 0.00% | -10.45K(-2.20%)Reduced | SEC filing ↗ Nov 6, 2026 | ▾ |
| 16 | BURNEY CO/ CIK 940445 · View history | $14.44M 404,911 shares | 0.40% | -15.62K(-3.70%)Reduced | SEC filing ↗ Oct 15, 2026 | ▾ |
| 17 | WEDGE CAPITAL MANAGEMENT L L P/NC CIK 1015308 · View history | $13.53M 379,387 shares | 0.24% | -41.96K(-10.00%)Reduced | SEC filing ↗ Oct 13, 2026 | ▾ |
| 18 | ROFFMAN MILLER ASSOCIATES INC /PA/ CIK 869367 · View history | $11.85M 332,133 shares | 0.61% | +2.29K(+0.70%)Added | SEC filing ↗ Oct 19, 2026 | ▾ |
| 19 | Crossmark Global Holdings, Inc. CIK 1539204 · View history | $10.47M 293,409 shares | 0.14% | -21.42K(-6.80%)Reduced | SEC filing ↗ Oct 21, 2026 | ▾ |
| 20 | Cyndeo Wealth Partners, LLC CIK 1950947 · View history | $10.44M 292,744 shares | 0.47% | +34.56K(+13.40%)Added | SEC filing ↗ Oct 16, 2026 | ▾ |
Showing 20 / 318 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
Explore all 318 reporting institutions.
This page includes 20 of 318 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 318 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"holders","cusip":"902681105","quarter":"2026Q3","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.